Legacy Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Legacy Financial Advisors’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$439K	Sell	8,205 -2	-0%	-$133	0.05%	262
2026 Q1	$559K	Sell	8,207 -967	-11%	-$73.5K	0.08%	216
2025 Q4	$591K	Buy	9,174 +918	+11%	+$46K	0.08%	200
2025 Q3	$350K	Buy	8,256 +10	+0.1%	+$359	0.05%	289
2025 Q2	$271K	Hold	8,246	–	–	0.04%	290
2025 Q1	$256K	Buy	+8,246	New	+$240K	0.04%	301
2024 Q4	–	Sell	-7,413	Closed	-$211K	–	364
2024 Q3	$211K	Buy	+7,413	New	+$199K	0.04%	335

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legacy Financial Advisors's SLV Position: Q2 2026 in Review

Legacy Financial Advisors reduced its iShares Silver Trust (SLV) stake by 0.02% in Q2 2026, selling an estimated $133 and leaving 8,205 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #262.

Legacy Financial Advisors first reported a position in SLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $591K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Legacy Financial Advisors held 8,205 shares of iShares Silver Trust worth $439K as of Q2 2026.
Legacy Financial Advisors sold 2 iShares Silver Trust shares in Q2 2026, an estimated $133.
iShares Silver Trust made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #262 holding.
Legacy Financial Advisors first reported a position in iShares Silver Trust in Q3 2024 and has held it in 7 quarters since.
Legacy Financial Advisors's iShares Silver Trust position peaked at $591K in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.